As 2025 begins, organizations have a valuable opportunity to set goals that will drive success for their Salesforce systems. Ensuring these systems operate efficiently, securely, and sustainably is essential. Whether the focus is on administrators, developers, or architects, small, intentional changes in daily practices can significantly improve team performance and business outcomes. A team of consultants has identified practical resolutions that organizations can adopt to optimize their Salesforce environments. These strategies are designed to enhance data quality, increase user adoption, improve system performance, and enable scalability — all contributing to a stronger ROI. Here is a closer look at the resolutions recommended for the year ahead.

1. Establish and maintain a governance committee

   A governance committee ensures alignment across departments and stakeholders, leading to better decisions and healthier processes.
   
   • Why it is important:
     • Consistency: Standardizes processes and practices across teams.
     • Alignment: Ensures business goals drive technical decisions.
     • Prioritization: Prevents scope creep and focuses on what truly matters.

2. Review, correct, and enforce data integrity practices

   Maintaining data integrity ensures a Salesforce organization remains clean, reliable, and trustworthy.
   
   • Why it is important:
     • Accurate reporting: Reliable data leads to accurate insights for business decisions.
     • Improved user experience: Clean data enhances user adoption and system usability.
     • Regulatory compliance: Ensures data meets legal and governance standards.

3. Review and improve processes before implementing changes

   Before starting any project or implementing changes in Salesforce, it is essential to evaluate and improve existing processes.
   
   • Why it is important:
     
     • Efficiency: Reduces redundant steps and improves workflows.
     • User adoption: Ensures changes align with user needs and expectations.
     • Cost savings: Avoids applying technical solutions to broken processes.

4. Invest in documenting configuration adjustments

   Documenting changes to Salesforce configurations ensures transparency and reduces future challenges.
   
   • Why it is important:
     
     • Knowledge transfer: Enables new administrators or developers to understand the reasoning behind changes.
     • Accountability: Tracks who made adjustments and the purpose behind them.
     • Simplified troubleshooting: Reduces time spent diagnosing and resolving issues.

5. Establish a naming convention for flows and code

   A standardized naming convention keeps flows and code organized, readable, and easier to maintain.
   
   • Why it is important:
     
     • Clarity: Allows team members to quickly understand the purpose of a flow or component.
     • Collaboration: Simplifies working on shared projects or transferring ownership.
     • Maintainability: Makes it easier to locate, update, and debug specific components.

6. Add descriptions to flow elements to improve understanding

   Including descriptions in flow elements provides clarity regarding their purpose and behavior.
   
   • Why it is important:
     
     • Ease of understanding: Enables team members to understand each element without reverse engineering.
     • Simplified maintenance: Reduces confusion during updates or changes.
     • Collaboration: Enhances handoffs between team members and ensures smoother teamwork.

7. Use flow version descriptions to highlight changes since the last version

   Documenting changes in flow versions helps track updates and ensures clarity.
   
   • Why it is important:
     
     • Change management: Makes it easy to identify what was added, modified, or removed.
     • Troubleshooting: Helps teams quickly pinpoint changes that may have caused issues.
     • Audit trail: Creates a historical log of updates for accountability.

8. Prioritize before-save flows for same-record updates

   Using ‘Before Save' flows for same-record updates improves performance and reduces processing time.
   
   • Why it is important:
     
     • Performance: Runs faster than other types of automation, such as ‘After-Save’ flows or Process Builders.
     • Resource efficiency: Limits consumption of CPU and Salesforce limits.
     • Simplified automation: Reduces reliance on additional automation tools.

9. Use only one update per object in flow

   Limiting the number of updates per object improves flow efficiency and avoids unnecessary resource usage.
   
   • Why it is important:
     
     • Performance optimization: Reduces DML operations to stay within Salesforce limits.
     • Clean automation: Ensures streamlined and predictable processes.
     • Scalability: Prevents issues as your organization grows and scales.

10. Use dynamic reporting instead of one report for each year

    Dynamic reports streamline reporting processes by using filters instead of duplicating reports annually.
    
    • Why it is important:
      
      • Efficiency: Saves time by reducing report creation and maintenance.
      • Scalability: Adapts easily to future years without requiring manual updates.
      • Improved analysis: Focuses on real-time insights instead of static reports.

11. Use snapshots for historical data

    Snapshots allow you to capture historical data points for better trend analysis and reporting.
    
    • Why it is important:
      
      • Historical insights: Tracks changes over time for better decision-making.
      • Compliance: Maintains historical records for audits or reporting needs.
      • Performance: Reduces reliance on live data queries for long-term trends.

Transform and future-proof your Salesforce systems in 2025

Adopting these 11 resolutions will help make any Salesforce organization more efficient, user-friendly, and future-proof. By prioritizing governance, documentation, performance optimization, and data integrity, organizations can enhance system functionality, deliver greater value, and gain the insights needed to drive informed business decisions.

Let 2025 be the year your Salesforce strategy reaches new heights. Commit to these resolutions and watch your organization thrive! For additional support or guidance, connect with one of our Salesforce specialists to explore how they can help your team achieve these goals.